Companies
Julius Baer sells 50% stake in Mexican wealth manager
But will still retain 19.9% of the business as it remains ‘committed’ to the market
HNWs urged to gift to charities for IHT benefits
Law firm calls on government to make donations more tax-efficient
Zurich takes over ANZ life business in Australia
It will offer roles to employees looking to transition to the insurer
What’s next for UK and international platforms?
Praemium sale is ‘an interesting illustration’ of the ‘developmental currents present’ within both sectors
UK investment platform unveils fixed-fee Sipp
‘More conversations need to be had about meaningful, long-term savings’